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Dec 11, 2012
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china's m.o. is this. they basically buy american companies, strip them of technology and ship the jobs to china. case in point would be brantley helicopter. used to be in texas. 2009 china buys it. now all the production facilities are in jindao. this is the problem. the promise to keep the plant going. now a-123 is interesting. they have cutting edge technology which will be exported to china. that's the bigger issue. one company at a time, larry, is going over to china, helping to build their industrial base. and the other thing -- >> hang on a second. this is an important point. ann lee, i'd like to get something from this. okay? if the u.s. foreign investment advisory board okays the deal, fine. but they counterfeit our goods. the chinese have a lot to answer for. shouldn't we make a deal? we let them buy the company but we should make a deal and they should somehow stop all the pirating of our technology? >> i think the chinese government is already trying to crack down on counterfeiting and other th
china's m.o. is this. they basically buy american companies, strip them of technology and ship the jobs to china. case in point would be brantley helicopter. used to be in texas. 2009 china buys it. now all the production facilities are in jindao. this is the problem. the promise to keep the plant going. now a-123 is interesting. they have cutting edge technology which will be exported to china. that's the bigger issue. one company at a time, larry, is going over to china, helping to build...
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Dec 21, 2012
12/12
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where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending, capital spending down, we have some other parts of our business that are doing extremely well. you mentioned some of the mechanics business we're involved in which we call our materials technology group. that has nothing to do with electronics so we don't have to sell any electronic hardware for those businesses to perform well. parts of our business really are a reflection of the economy and other parts of our business are growing very robustly. so i'm very hopeful for the balance of the year and, you know, i think the company is diversified enough to take advantage of whatever opportunities are out there.
where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending,...
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Dec 4, 2012
12/12
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they said china would be it's second largest market. schultz talked about getting ip to the tea business. i mention all of this to understand that starbucks doesn't go in for idle chatter when it goes in for these meetings. it has a track record of following through on these plans. we want to know how the us business is doing. and you need to hear about international. europe, don't forget, green mountain, it has been huge. starbu starbuck's should tell us what it is going to do with it's cash. they have the cash to do it. i prefer them to grow with the money. this is a major bone of contention. i think it is good. the bears, they seem to think that the coffee could be played out. starbucks will tell us about the new juice store concept. maybe it will give us insight to what could end up being one of the three top markets for the company india. i can't wait to hear about the projections about india. and of course they need to address teavana. i thought this could be a terrific move. seem to be quite popular. the earnings as early at 2013
they said china would be it's second largest market. schultz talked about getting ip to the tea business. i mention all of this to understand that starbucks doesn't go in for idle chatter when it goes in for these meetings. it has a track record of following through on these plans. we want to know how the us business is doing. and you need to hear about international. europe, don't forget, green mountain, it has been huge. starbu starbuck's should tell us what it is going to do with it's cash....
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Dec 21, 2012
12/12
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we know china's economy is on the mend. that's good news for mgm china. they have one resort right now but back in october mgm got permission to build a hotel and casino on the strip which is a huge new development of macau. it will take years to get this up and running. most don't expect it to open until 2016 or 2017 but gives mgm growth down the road. growth guys love that stuff. mgm popped off lows. not caught the bottom here. if you wait for fiscal cliff related pullback, you probably will do better and you know they'll give us a couple. in this uncertain environment there's nothing better than a good old fashioned turnaround story. a three headed turnaround. clean up the balance sheet, vegas is improving, china is growing too. bet on mgm when the fiscal cliff looms next strike and this as well as all other stocks get hammered. craig in my home state of new jersey. craig? >> caller: how are you doing? >> what's going on, partner? >> caller: calling about expedia. how you feel about that? >> i feel really good about that. i follow this closely. expedia
we know china's economy is on the mend. that's good news for mgm china. they have one resort right now but back in october mgm got permission to build a hotel and casino on the strip which is a huge new development of macau. it will take years to get this up and running. most don't expect it to open until 2016 or 2017 but gives mgm growth down the road. growth guys love that stuff. mgm popped off lows. not caught the bottom here. if you wait for fiscal cliff related pullback, you probably will...
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Dec 13, 2012
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look at equities with a little bit of a china exposure because china is starting to bottom a little bit, we think, so that's where i would focus. the number one thing and the greatest clarity i have in 26 years in this business, stay away from interest rate sensitive bonds and stay away from bond funds, and that's what you need to be doing right this moment. >> so you go on equities then, all in in equities then? >> let me tell you, if you're going to be an investor for longer than two years, stay away. if you need fixed income, run away from interest rate sensitive bonds. >> what about the fiscal cliff, you think we get a deal by the end of next week? we going to get a deal? >> i don't see a long-term deal. >> it's pretty easy to come to that conclusion, brian, given the fact that they have had 13 months to discuss this and think about it and now we're down to 18 days to deal with medicare, medicaid and defense spending, what, social security, taxes. what else can we throw into the bucket? >> yeah. you can just throwing more and more in. i think it's clear that they won't be able to co
look at equities with a little bit of a china exposure because china is starting to bottom a little bit, we think, so that's where i would focus. the number one thing and the greatest clarity i have in 26 years in this business, stay away from interest rate sensitive bonds and stay away from bond funds, and that's what you need to be doing right this moment. >> so you go on equities then, all in in equities then? >> let me tell you, if you're going to be an investor for longer than...
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Dec 31, 2012
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china ends the year under the sign of growth. manufacturing activity hits its fastest pace in 18 months. but it's been a lackluster pace for markets which hosts a modest return for the year. germany, hong kong manage to outperform. so just where should investors put their money in the new year? we've been asking analysts and economist toes give us their top calls for 2013. >> do you think the u.s. is going to continue to be strong if they can solve the fiscal cliff issues, keep economic indicators up, what they're doing with the job is good, performance is good. asia will take a while, to the end of 2013. we'll see good entrepreneurial activity. that's going to depend on good performance in stocks. >> it will appreciate even with weaker economy or, you know, stagnated economy because there's not much growth to be accepted from all europe, you know, obviously call europe like germany will grow with the global economy here. but at the moment, because of the issues in japan and all the issues in the u.s., euro and particularly euro
china ends the year under the sign of growth. manufacturing activity hits its fastest pace in 18 months. but it's been a lackluster pace for markets which hosts a modest return for the year. germany, hong kong manage to outperform. so just where should investors put their money in the new year? we've been asking analysts and economist toes give us their top calls for 2013. >> do you think the u.s. is going to continue to be strong if they can solve the fiscal cliff issues, keep economic...
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Dec 10, 2012
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now you get china. if europe can stabilize, i think we can go much higher. >> how many days, if you add headline that monty was thinking about, going out and bursceloni was thinking about coming back. follow me on twitter. and "power lunch" begins right now. >> halftime is over. "power lunch" and second half of the trading day starts right now. >> and here we are. welcome to "power lunch." as you can see, we are beth here on the floor of the new york stock exchange. and stocks are higher as fiscal cliff song and dance continues in washington. mr. boehner says he is waiting for a proposal from this gentleman, the president. president obama. and the president is set to speak about the cliff and the a economy later today. >> i thought i was supposed to come here today. you thought you were supposed to come here today. so we are both here. not really, folks. a lot of talk today is about what investors should do if we go over the cliff. what should we do if there is a debt deal before year-end or shortly the
now you get china. if europe can stabilize, i think we can go much higher. >> how many days, if you add headline that monty was thinking about, going out and bursceloni was thinking about coming back. follow me on twitter. and "power lunch" begins right now. >> halftime is over. "power lunch" and second half of the trading day starts right now. >> and here we are. welcome to "power lunch." as you can see, we are beth here on the floor of the new...
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Dec 7, 2012
12/12
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of china." serious question, do you think actual's doing this for politics or economics? >> actually both. but when you look at china, though, their manufacturing days are over. americans are less produmore pr less prone to strike -- >> are you sure american works are less prone to strike? we've reported on this show a whole bunch of strikes, including the hostess twinkie companies, the ports of los angeles and out on the west coast. we have obama in the white house. the unions are going whild here. in all seriousness, i don't think unions are any more placid here than they are in china. >> but in china, workers go out on wildcat strikes all the time. foxconn which manufactures about 97% of apple's products, they've been really subject to labor troubles, from suicides to strikes. so i think apple is starting to see that there are some really important economic reasons to manufacturing. they're not the only company doing that. >> is it robots they're going -- i was told that apple is going into a
of china." serious question, do you think actual's doing this for politics or economics? >> actually both. but when you look at china, though, their manufacturing days are over. americans are less produmore pr less prone to strike -- >> are you sure american works are less prone to strike? we've reported on this show a whole bunch of strikes, including the hostess twinkie companies, the ports of los angeles and out on the west coast. we have obama in the white house. the unions...
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Dec 1, 2012
12/12
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of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real mixed picture lately. nike has had a very nice run in the united states. but china's been a big disappointment, including concerns over too much inventory. coach is expanding rather rapidly in china. the latest weakness came from the united states, not china. starbucks. i think china is a growth story there frankly. the high quality problem of lines that are too long. i think we'll hear amazing things about china when howard schultz has his analyst conference in new york on december 5th. it will be a great con fab.
of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real...
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Dec 11, 2012
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china is still positive in the fourth quarter. china is going to show a slow and steady improvement. so we need those. >> higher expectations stronger in the likes of taiwan, india and brazil. let's go back to where you say they're weakest. greece, italy, spain, the netherlands. this is a very weak feature, indeed. how bad in it? >> it's bad. the eurozone is the global economic problem now. if you look at asia where i just returned from, both countries are feeling optimistic. but they seem to be inwardly focused now by being a triangle of china, india, indonesia. we're not seeing a great benefit into europe as we did before. for instance, germany is looking pretty pessimistic. based on its lack of export performance to places like china. >> yeah. when the bundes bank came out and shortly downgraded forecasts, how is the employment picture? if you've got a relatively healthy china and the u.s. consumer bounce back, wouldn't that help germany? >> it certainly would. germany is relatively flat in terms of the employment outlook. so i
china is still positive in the fourth quarter. china is going to show a slow and steady improvement. so we need those. >> higher expectations stronger in the likes of taiwan, india and brazil. let's go back to where you say they're weakest. greece, italy, spain, the netherlands. this is a very weak feature, indeed. how bad in it? >> it's bad. the eurozone is the global economic problem now. if you look at asia where i just returned from, both countries are feeling optimistic. but...
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Dec 1, 2012
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nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and the nfl. i'm very tired. we have a commissioner here for fantasy football. sometimes i want to wring his neck. he says i can't get the download of the waiver wire for multiple hours. this is a rival website. what have you done for nfl.com? >> eric and roger goodell, these are great leaders. they know what to do for their fans. they want to improve the fan experience. >> they pick up the phone and they call you? i know you call everybody. >> they call me. exactly. or i'll call them. as long as we talk we can solve problems. now
nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and...
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Dec 10, 2012
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we had better data out of china last week. household net worth increased by $1.7 trillion which was a big number for the fed. it says the bernanke policies are working. in terms of clients what they're doing, obviously there's a lot of clouds on the horizon short-term. but longer term, it's positive. so right now towards the end of the year what we've been seeing is a lot of accounts looking to take out short positions and stocks that have been hef sli shorted. so you've seen stocks like sears holdings, jcpenney, hewlett-packard, facebook, all those types of stocks that have a high short interest. since there's not a lot of clarity outside in terms of the fiscal cliff, they're going after those shorts and pressing them to the table. [ overlapping speakers ] >> -- quality dividends. if you see volatility happening, it's going to strong balance sheets. buy stability, protection, fundamentals. >> and remember that every central bank in the world is full bore in the mote. it's just a matter of time when that velocity picks up. we
we had better data out of china last week. household net worth increased by $1.7 trillion which was a big number for the fed. it says the bernanke policies are working. in terms of clients what they're doing, obviously there's a lot of clouds on the horizon short-term. but longer term, it's positive. so right now towards the end of the year what we've been seeing is a lot of accounts looking to take out short positions and stocks that have been hef sli shorted. so you've seen stocks like sears...
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Dec 28, 2012
12/12
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we closed down our manufacturing in china and relocated our manufacturing to the usa. for other companies to consider following our lead, they need to trust that our leaders in washington will actually lead. think outside the box. create incentive for businesses to invest in the u.s. economy. tdd# 1-800-345-2550 you should've seen me today. tdd# 1-800-345-2550 when the spx crossed above its 50-day moving average, tdd# 1-800-345-2550 i saw the trend. tdd# 1-800-345-2550 it looked really strong. tdd# 1-800-345-2550 and i jumped right on it. tdd# 1-800-345-2550 tdd# 1-800-345-2550 since i've switched to charles schwab... tdd# 1-800-345-2550 ...i've been finding opportunities like this tdd# 1-800-345-2550 a lot more easily. tdd# 1-800-345-2550 like today, tdd# 1-800-345-2550 i was using their streetsmart edge trading platform tdd# 1-800-345-2550 and i saw a double bottom form. tdd# 1-800-345-2550 i called one of their trading specialists tdd# 1-800-345-2550 and i bounced a few ideas off of him. tdd# 1-800-345-2550 they're always there for me. tdd# 1-800-345-2550 and i've g
we closed down our manufacturing in china and relocated our manufacturing to the usa. for other companies to consider following our lead, they need to trust that our leaders in washington will actually lead. think outside the box. create incentive for businesses to invest in the u.s. economy. tdd# 1-800-345-2550 you should've seen me today. tdd# 1-800-345-2550 when the spx crossed above its 50-day moving average, tdd# 1-800-345-2550 i saw the trend. tdd# 1-800-345-2550 it looked really strong....
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Dec 19, 2012
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so you have china engineering a soft landing and starting to recover. you have europe away from the brink. greece got upgraded today. who would have thought it. that is what the market is looking at. saying okay. it is not going to be the worst kcase sharcenario, but you coul extend the middle class tax cuts and be done with it. it is in a recession. >> and i think the market would not like that very much. everybody is expecting that you get the middle class tax cuts done. >> and if you can get china and europe doing better. it is hard to be terribly bearish on the u.s. >> y are going to stay with our politico expert. this is a rally that has surprised experts. it hasn't been that easy to be optimistic. >> it is. i think you have to be cautious here. the probability that this could fall apart is very, very real. >> so, you have to be careful up at these levels as a trader. i have low exposure up here. i have protection. that is how you have to play this market. stay with us please. >> yesterday it looked like washington was inching towards a deal. but t
so you have china engineering a soft landing and starting to recover. you have europe away from the brink. greece got upgraded today. who would have thought it. that is what the market is looking at. saying okay. it is not going to be the worst kcase sharcenario, but you coul extend the middle class tax cuts and be done with it. it is in a recession. >> and i think the market would not like that very much. everybody is expecting that you get the middle class tax cuts done. >> and if...
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Dec 19, 2012
12/12
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>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this capacity that needs to be reduced is continuing to grow. so, we think capacity in china is going to row. you have much more supply than the demand. we continue to see price pressure. >> gordon, one of your competitors, i think tend of november, has a $50 price target on the stock. mentioned their cash flow. i'm not asking you to talk about their call but can you talk about their cash flow? do they have a healthy situation? >> that's a good point. where the projects they have, they will have the cash. but once the projects are over, if you look at first solar's earnings over the past four quarters, quarters whe
>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this...
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Dec 17, 2012
12/12
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a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become addicted to apple. we are deeply focused on its decline which continued in the a.m. today, taking out $500 right before the opening, while it rallied with the rest of the market into the bell. i'm sure some people feel it's now washed out. i for one welcome the shakeout. apple had become the only stock that people talked about, a sure sign it was overheated. the summer soldiers, the sunshine patriots, they're now headed for the hills. aided by analysts who can't take the pain and are anxious to distance themselves from a stock that they perceive to be a loser so they cut the price targets an
a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become...
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Dec 20, 2012
12/12
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it's doing brutal in china and in terms of sales, they're used to double-digit gains in china. they saw double-digit negatives in china. so, the take away is, they're managing their business extremely well, despite weakness in china and north america is strong right now, so, if you believe in the thesis that the u.s. growth will be outstripping a lot of parts of the world, than nike looks pretty good right now. >> thank you for that, brian. and so some degree, we knew about the weakness in china, talked about inventories in china. >> we suffered the china weakness in the june quarter. that's where these guys -- they missed, they got destroyed that day and this is a company that has actually typically beat it over the last two years. but china is 11% of their sales. as much as it's exciting to talk about nike in china, this is not their holy grail. they still need to compete. the u.s. is 37% of sales. europe is 17% of sales. at 20 times earnings, these guys with 20% roe, these guys are worth owning here and 2% div. broke through 100, the stock actually looks like it's breaking o
it's doing brutal in china and in terms of sales, they're used to double-digit gains in china. they saw double-digit negatives in china. so, the take away is, they're managing their business extremely well, despite weakness in china and north america is strong right now, so, if you believe in the thesis that the u.s. growth will be outstripping a lot of parts of the world, than nike looks pretty good right now. >> thank you for that, brian. and so some degree, we knew about the weakness...
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Dec 10, 2012
12/12
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retail stocks and your exposure in china such as tiffany. >> i'm not a fan of tiffany. that stock has been a very, very difficult stock. i do think that you want to look at pch because of the warm weather in america, but on calvin klein, that's the one i think you ought to look at. got to come in, warm weather is going to cause everybody to have jitters. i wish we could forget about politics. until we get a deal, it's bad news for themarket. even for cheap stock like apple. "mad money" will be right back. >>> tonight, two companies with break through products that are leading the charge. cramer is talking to the ceos of immunojet and seattle genetics, just ahead. and later, reenergized in pipelines, they're america's energy toll road and they can provide investors with a secure source of dividends, but his investment in north dakota's oil rich back and shale continues, cramer's looking for companies that are looking to expand. all coming up on "mad money." well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that
retail stocks and your exposure in china such as tiffany. >> i'm not a fan of tiffany. that stock has been a very, very difficult stock. i do think that you want to look at pch because of the warm weather in america, but on calvin klein, that's the one i think you ought to look at. got to come in, warm weather is going to cause everybody to have jitters. i wish we could forget about politics. until we get a deal, it's bad news for themarket. even for cheap stock like apple. "mad...
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Dec 11, 2012
12/12
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it may have had room to run, more so from palladium and the positive data from china. back to you. >> sharon, thank you very much. breaking news to brian shactman, nfl bounty case. brian. >> nine months after this story broke, paul announced he's vacating all penalties on four players. they are exonerated. the key here is the players were not in favor of tagliabue doing this. spent three years, 50,000 pages of documents indicting players. they exonerated them. two of them might return to play this season. >> thank you very much, brian shactman. >> to nasdaq, bertha coombs following big movers there. we have the advance there as well. >> we do. nasdaq 100 outperforming thanks to apple's recovery. off of the highs of the day. nonetheless it is contributing about a third of the outside impact to the nasdaq 100. facebook will be added tomorrow. watch that going into the close. it will be trading in the nasdaq, emphasis trades over at nyc. yahoo! has a mobile app for mail. today at a four-year high. that stock continues momentum. couple of deal-based stocks, trip adviser wi
it may have had room to run, more so from palladium and the positive data from china. back to you. >> sharon, thank you very much. breaking news to brian shactman, nfl bounty case. brian. >> nine months after this story broke, paul announced he's vacating all penalties on four players. they are exonerated. the key here is the players were not in favor of tagliabue doing this. spent three years, 50,000 pages of documents indicting players. they exonerated them. two of them might...
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Dec 10, 2012
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numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we knew that monti was successful. >> it may be whoever follows him is going to roll some of the gains that he's had. so-called gains. >> that's going to cause ripples here. look, on saturday night, i said, we're going to have a nice opening. china's good, people know that monti is not really going to hurt italy. i think if china continues the momentum, but the number -- >> the ex sports were less than expected in the month of november. which is a concern. then there's this perverse glass half full, that some data comes in lower, it might fuel the case for sti
numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we...
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Dec 17, 2012
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their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is fascinating. the 920 phone and the fact they actually have a contract with china mobile. 700 million subscribers, more than that. this company with the windows 8, i think there's a lot of different catalysts out there. we saw you unusual activity in this name. it was trading around $2. today, $4 a share. i think nokia's not going to beat up on apple, but if you want performance, that's the name to be in. >> gain market share at apple's expense? >> i think they can gain some market share. i don't know if it's at apple's expense, htc, whoever it is going
their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is...
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Dec 15, 2012
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you can't get your hands on guns in china but it's happening with knives and axes in schools. there's not really much you can do. columbine had an armed guard. virginia tech has an armed police presence. it's not the answer. i think it's just identifying these people and somehow stepping in before this happens. >> blake, let me ask you this -- mark opens the door about security and armed guards and so forth. my sister-in-law, bless her, down in virginia beach, is a schoolteacher. she called my wife this afternoon to relay a story about security in some of the inner city schools in that area. let me read you what she said. somebody comes into the school, they have to get buzzed in. this guy got buzzed in. we don't know yet why, how, when and where. but he got buzzed in. the buzzer goes off and sets an alert. follow me on this. somebody buzzes in. maybe they go through a window. teachers start a drill. the kids are put into a corner. listen to this. shades are pulled down, lights are then flicked off to leave the impression to a potential killer that nobody's in the classroom. n
you can't get your hands on guns in china but it's happening with knives and axes in schools. there's not really much you can do. columbine had an armed guard. virginia tech has an armed police presence. it's not the answer. i think it's just identifying these people and somehow stepping in before this happens. >> blake, let me ask you this -- mark opens the door about security and armed guards and so forth. my sister-in-law, bless her, down in virginia beach, is a schoolteacher. she...
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Dec 11, 2012
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things in china are settling out with the trance in addition that leadership and we see sequentialal improvement there. as we go into '13, we see a very strong story for did you possibility. we see strength in agriculture, nutrition, advanced materials, industrial biosciences. those businesses' earnings will be up in the high teens here year over year. that will be overshadowed by a cyclical business. our performance chemical segments, going to lose six to seven points of margin in 2013 versus 2012, so when you add it all up, we believe next year we'll see low to mid single digit earnings improvement. >> does any of this include expectations about the fiscal cliff? i mean, if we go over the fiscal cliff and don't have a debt deal by year end, what you will to cut jobs? what's the impact on dupont if we don't get a resolution in time in. >> it's hard to predict because it's hard to know. i do think if there's an issue and we don't avert a cliff i think we as a country will react quickly. i criit will have an impact. i along with many of my peers have been advocating very strongly to r
things in china are settling out with the trance in addition that leadership and we see sequentialal improvement there. as we go into '13, we see a very strong story for did you possibility. we see strength in agriculture, nutrition, advanced materials, industrial biosciences. those businesses' earnings will be up in the high teens here year over year. that will be overshadowed by a cyclical business. our performance chemical segments, going to lose six to seven points of margin in 2013 versus...
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Dec 21, 2012
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china ma and japan. and i think you can start to nibble a little on china and japan, as well. >> michael, is there an argument to be made that you don't want to touch stocks right now until you have some clarity on this fiscal cliff? just in case we see a big sell-off? >> there is, but i'll argue, too, that you're talking about $600 billion being sucked out of the economy next year. the s&p made $20 trillion. while we are looking at the fiscal cliff countdown, there is another countdown to new all-year highs when the dow is close to the prior peak around 600% from here. investors should be looking overseas. you want to look where there is no fiscal cliff equivalent, primarily in emerging markets. but nonpartisan analysts have pointed out that if we go over the cliff and take that $600 billion with it, we go back to recession. how do you justify going into stocks and going into all-time highs if we go back to recession? >> that assumes all else being equal, the problem is you look at europe, it's recoveri
china ma and japan. and i think you can start to nibble a little on china and japan, as well. >> michael, is there an argument to be made that you don't want to touch stocks right now until you have some clarity on this fiscal cliff? just in case we see a big sell-off? >> there is, but i'll argue, too, that you're talking about $600 billion being sucked out of the economy next year. the s&p made $20 trillion. while we are looking at the fiscal cliff countdown, there is another...
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Dec 5, 2012
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market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail, and kansas city southern's mexico business grew auto volumes in an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audie will be opening plants. crazy, huh? bmw. over the time frame, mexican auto production is expected to surge from 2.5 million vehicles a year to 3.5 million. i think that's low versus what will ultimately be. and kansas city southern think they will have 60% auto shares. kansas city southern should benefit from the auto rebuild that's needed in the wake of hurricane sandy. can't get this stuff to america fast enough. united states fast enough. thanks to the strength of the economy, the increasing volumes with declining costs. the gross margins are expanding, how much do
market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail, and kansas city southern's mexico business grew auto volumes in an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audie will be opening plants. crazy, huh? bmw. over...
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Dec 14, 2012
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opened 30 new stores in china. and there is a universality in gap that will resonate over there. and the results were pretty darn good. the company delivering 6% increase in same-store sales. driven by strength. and i think the strength is going to continue. in fact, i bet things get better in the first half of the year. why? how about the raw cost issue. high cost cotton, a big headwind for gap. the price of cotton declined dramatically and the company will lap double digit cotton price increases. cotton is a huge cost for gap. more so than any -- more so than most retailers. the savings from lower cotton prices represent a tailwind for the company. what we discovered with dollar general if gross margins are expanding, people like you, even if margins aren't as strong as we were true. gap sells 9% long term growth rate. buy the stock here and buy more if it goes lower as we approach the ugh-ugh. that's the new thing for fiscal cliff. two lines. anyway, gap is not getting credit it deserves. the recent pullback is a terrific buying opportunity, one you don't want to miss, at leas
opened 30 new stores in china. and there is a universality in gap that will resonate over there. and the results were pretty darn good. the company delivering 6% increase in same-store sales. driven by strength. and i think the strength is going to continue. in fact, i bet things get better in the first half of the year. why? how about the raw cost issue. high cost cotton, a big headwind for gap. the price of cotton declined dramatically and the company will lap double digit cotton price...
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Dec 15, 2012
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the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic, people, but i'll give you my story. my charitable trust owned it for a long time. one of our longest held positions. we did some selling about 90 points ago. why? because the stock had gone up so much that we had become the apple fund. so we took some profits. i confess to also being worried that the company lacks any new omg products and that could dim the company's long-term prospects. but we're holding on to the rest of our position in the trust because i think apple's a good investment that's inexpensive, even after the analyst numbers we got today. can't tra
the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic,...
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Dec 14, 2012
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people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big brand names. what a big week next week. friday we get results from walgreen's. i feel badly for wag. we just heard from cvs yesterday which boosted its numbers. that's a tough comparison to go against. i don't know how walgreen's can keep up. i will say this, though, the drug stores have been in secular share take mode from other stores, which is one reason why cvs was able to deliver such a strong number p. and i think walgreen's will show better numbers now that it's put its express scripts tiff behind it. moving over to cvs. that was really he helpful for c slchlt s. the gigantic p
people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big...
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Dec 26, 2012
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government is put on a negative watch by china? by china? the credit rating agency in china put them on the u.s. government debt on a negative rating at this point. negative watch. this, of course, was supposedly independent rating agency created in china to try to rival moody's and s&p and fitch's. that's getting interesting play out there. their independence, of course, greatly in question. guys, back to you. >> bob, get a lozenge, will you? >> sorry about that. >> let's head to the pits. good morning, rick. >> good morning, melissa lee. well, no surprise we're still hovering in the 170s in the ten-year. but maybe something interesting. you know, on the floor we call it the growth dividend. if you look at a chart for our ten-year starting on july 26th, and i pick july 26th because that was mario draghi's big day. he said anything it takes. as you look at our rates over that period, then look at the boon rates over that period. you can see that the growth/disparity, our yields are higher in that formation than boon yields, because even thou
government is put on a negative watch by china? by china? the credit rating agency in china put them on the u.s. government debt on a negative rating at this point. negative watch. this, of course, was supposedly independent rating agency created in china to try to rival moody's and s&p and fitch's. that's getting interesting play out there. their independence, of course, greatly in question. guys, back to you. >> bob, get a lozenge, will you? >> sorry about that. >> let's...
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Dec 21, 2012
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china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud play and the use of it in the competition here, is that one of the key names? >> yes, it allows you to manage cloud in a cheap -- an anti-microsoft business. their partner is sales force.com. i'm really using these as tells. in other words, these are the ones where there's natural buyers. as we just found out how good things are. it wasn't like we found out a month ago. we just found out last night. if they have resilience, the market is going to be more resilient than people think. if they give up the ghost, i think next week's going to be difficult,
china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud...
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Dec 20, 2012
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china. china is huge for them and southeast asia. they're growing around the world. doesn't mean clear sailing. but it's a much healthier company than it was when it went into bankruptcy. >> michelle krk you tell me why buicks are so popular in china? >> it has a long history of strong image there. >> they're buicks. >> gm went in early. well, it's got a different image there. >> even tiger finally said i can't sell these things. >> any, appreciate it, michelle. thanks for trying to give me a straight answer. i'm sitting in the same chair i sit at in the morning. the big report on what happened in benghazi came out late last night and it seemed to go to great luns. >> they were mid level, right? >> yrks joe, they took the fall. from my information, i want to emphasize bend has been ongoing information. this state did and right now the people leaving the state department are victims of the government's need to cover up the larger story, that the security at the benghazi mission and it was a with the cia was about recruiting, arming, funding and transferring artists to
china. china is huge for them and southeast asia. they're growing around the world. doesn't mean clear sailing. but it's a much healthier company than it was when it went into bankruptcy. >> michelle krk you tell me why buicks are so popular in china? >> it has a long history of strong image there. >> they're buicks. >> gm went in early. well, it's got a different image there. >> even tiger finally said i can't sell these things. >> any, appreciate it,...
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Dec 10, 2012
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this proposal also won the backing of russia and china at a conference in dubai. the pitch for direct regulation came as an unwelcome surprise to delegations from the united states and other countries that have supported the current system of regulation for the internet. when we come back, the near-term economic impact of america's debt crisis, we'll convene our "squawk" economic panel. nathan sheets and ian shepherdson on growth in 2013. right now, take a look at the equity futures. down by about 13 points. the s&p futures down by 3 points. ...so as you can see, geico's customer satisfaction is at 97%. mmmm tasty. and cut! very good. people are always asking me how we make these geico adverts. so we're taking you behind the scenes. this coffee cup, for example, is computer animated. it's not real. geico's customer satisfaction is quite real though. this computer-animated coffee tastes dreadful. geico. 15 minutes could save you 15 % or more on car insurance. someone get me a latte will ya, please? >>> welcome back to "squawk box," everyone. let's get a look at som
this proposal also won the backing of russia and china at a conference in dubai. the pitch for direct regulation came as an unwelcome surprise to delegations from the united states and other countries that have supported the current system of regulation for the internet. when we come back, the near-term economic impact of america's debt crisis, we'll convene our "squawk" economic panel. nathan sheets and ian shepherdson on growth in 2013. right now, take a look at the equity futures....
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Dec 19, 2012
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i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the easiest story, everybody wrote it. turned out two fabulous places to invest. how about this housing market? most common worry, the dreaded shadow inventory. oh, the shadow inventory. >> the house of pain. >> so many banks and so many homes said the books could never recover. wasn't that the narrative? now, where are we? the shadow inventory turned out. the banks that were thought to be a ton of shadow inventory in the books, i hope they have some because they've been the hottest stocks around. especially bank of america, up more than 100% for the y
i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the...
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Dec 12, 2012
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they love coal in china. i don't want to make a judgment on whether that's -- but they are huge coal plant builders there. huge. >> an important one to watch. we'll talk about a bunch more after the break. what does goldman have to say about the state of the economy. we'll get that exclusive a little bit later in the show. costco, as we said, set to open higher after that better than expected number. will other retailers follow suit. we'll get the answer when the opening bell rings in just about 4 1/2 minutes. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from ch [ male announcer ] this is steve. he loves risk. but whether he's climbing everest, scuba diving the great barrier reef with sharks, or jumping into the market, he goes with
they love coal in china. i don't want to make a judgment on whether that's -- but they are huge coal plant builders there. huge. >> an important one to watch. we'll talk about a bunch more after the break. what does goldman have to say about the state of the economy. we'll get that exclusive a little bit later in the show. costco, as we said, set to open higher after that better than expected number. will other retailers follow suit. we'll get the answer when the opening bell rings in...
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Dec 26, 2012
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. >> and that was a china story, too. >> yeah, foot on the brake, hard, out of china, and that's why these coal names were so depressed. i don't think they come back, guy, but not come racing back and it's all because of the shale plays and that's why i think energy produced out of there is going to put a cap on how much of a rally we're going to see out of coal. >> how about jcpenney? anybody willing to take a bet? we had an analyst on "squawk on the street" on monday who visited stores over the weekend, said, you know what, the traffic was good. they went back to their promotion always and brought people back in. >> until there's an actual turn in the data, i don't care what a store looks like on a tuesday. i can't invest based on that. when we look at the data, technically, the stock's been acting a little better. there's a ton of shorts in this thing, though. that's hard to go by and there's just not turn yet. i'd rather buy the thing higher when there's some sense that the business has stabilized. i don't want to buy it here where we really have no idea when these metrics bottom
. >> and that was a china story, too. >> yeah, foot on the brake, hard, out of china, and that's why these coal names were so depressed. i don't think they come back, guy, but not come racing back and it's all because of the shale plays and that's why i think energy produced out of there is going to put a cap on how much of a rally we're going to see out of coal. >> how about jcpenney? anybody willing to take a bet? we had an analyst on "squawk on the street" on...
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Dec 26, 2012
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the fact that the materials were strong indicates china is doing well and that goes along with the transportation stocks so there's a little bit better tone away from the fiscal cliff. that's where it is right now. >> what about this concept. skeptical, the idea that we're underowned in the stock market and anything -- any resolution could mean stocks. >> a lot of cash on the sidelines that will be put to work if you get a little bit of a sign of a resolution here, bill. happy new year. >> nice tie, but i'm always saying that to you. we're going to the mid-point of the range, dow down 22 points. that's the first hour of the "closing bell." stand by now for hour number two. >> and welcome back, to the "closing bell." i'm mandy drury sitting in for maria bartiromo. it is the end of another trading day, and, no, we do not have a fix for the fiscal cliff. guess what, the numbers also reflect that. let's take a look at how a day on wall street, looks like the dow is down marginally, 24 points to the downside and the nasdaq off by the biggest percentage loss, down by 22 points and the s&p 500 is down b
the fact that the materials were strong indicates china is doing well and that goes along with the transportation stocks so there's a little bit better tone away from the fiscal cliff. that's where it is right now. >> what about this concept. skeptical, the idea that we're underowned in the stock market and anything -- any resolution could mean stocks. >> a lot of cash on the sidelines that will be put to work if you get a little bit of a sign of a resolution here, bill. happy new...
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Dec 19, 2012
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because i think that the analogy i made in terms of china, everybody is mad at china for selling our movies and music, but yet for an individual, you don't have that kind of right. you own the picture, you took it. >> intellectual property. >> facebook owns instagram. do you think this was a shocker? >> i know those guys, they're really intelligent, they typically try to do things the right way and this one apparently got a little away from them. >> we were talking for a long time, we have been talking for a lock time about retailers going out of business bought of dot comes. what's new here? >> the share of retail done by the online players just keeps expanding in the key categories. basically everything other than what you consume, grocery and drug, is the online guys are getting more and more share. the retail pie is only so big. online guys extend their share of the pie, the part left for the physical guys, it shrinks and they've got such high fixed cost structures that they can't survive that. and so, the logical implication for a lot of these really historically successful reta
because i think that the analogy i made in terms of china, everybody is mad at china for selling our movies and music, but yet for an individual, you don't have that kind of right. you own the picture, you took it. >> intellectual property. >> facebook owns instagram. do you think this was a shocker? >> i know those guys, they're really intelligent, they typically try to do things the right way and this one apparently got a little away from them. >> we were talking for a...
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Dec 18, 2012
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be cooling off going on in china. that exacerbated a selloff in the agriculture commodities and that translated to a selloff in gold and silver as well. what's interesting to note are some reports out from firms talking about what happened in commodities overall. so far this year we have seen losses overall for commodities sector. gold, though, has fared pretty well up 7% year-to-date. back to you, sue. >> thank you so much, sharon. let's bring in jeff kilberg. i know a lot of people are longer term quite bullish on gold. why are we see this pressure taking it apolo the 1700 mark. >> well, sue, i think we saw a knee-jerk reaction initially when boehner came out with plan b. that technically got the ball rolling to the downside. keep in mind one week away from christmas. these holiday markets you can really get pushed around. traders have to be aware on thin volumes. came down to the november 5th low, new low on the close, 1670. right now i think they are stripping out the inflation in gold and really focused on the fi
be cooling off going on in china. that exacerbated a selloff in the agriculture commodities and that translated to a selloff in gold and silver as well. what's interesting to note are some reports out from firms talking about what happened in commodities overall. so far this year we have seen losses overall for commodities sector. gold, though, has fared pretty well up 7% year-to-date. back to you, sue. >> thank you so much, sharon. let's bring in jeff kilberg. i know a lot of people are...
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Dec 18, 2012
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europe appears to be moving in the right direction as is china so the fundamentals are moving in the right direction, but the truth is if washington messes this up, we could go into recession the first part of next year, so that's what's keeping the cautious one on equities. ultimately i think we will finish higher for 2013, but we've got -- we've got to get past this fiscal cliff, because if we don't we go into recession, and i will go underweight stocks. >> all right. we will leave it there. gentlemen and liz ann seaners, good to have you on the program. appreciate it. >> thank you. >> thanks so much. sticking with the market and the economy, ceo co-founder ken langone. >> thank you. merry christmas. >> the co-founder of home depot, a financier, a guy who has his finger on the pulse of global business. that's why we wanted to have you for the whole hour. >> very nice. >> thank you and merry christmas to you as well. what's your take? just got the numbers from okay. here we are, every day worry after worry after worry on this fiscal cliff issue, and we see the numbers from the corpo
europe appears to be moving in the right direction as is china so the fundamentals are moving in the right direction, but the truth is if washington messes this up, we could go into recession the first part of next year, so that's what's keeping the cautious one on equities. ultimately i think we will finish higher for 2013, but we've got -- we've got to get past this fiscal cliff, because if we don't we go into recession, and i will go underweight stocks. >> all right. we will leave it...
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Dec 17, 2012
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still sold iphones in china eye poen is 51% of apple's total revenue. you cannot understate or overstate the importance of that. >> the best first week of sales ever. >> if you weren't seeing the hobbit, you were buying an iphone. or beth. a both /* both. you were tweeting about the hobbit on your new iphone. >> john the day john forte has been salivating about for hours. the end of january, here in new york city. stock, look at the recent run, by the way. up more than 50% in about 30 trading days. led us to ask the question, is everything fine? >> that's a u shaped recovery. look that. a perfect u. >> it spp what do you say, john? is research in motion back, baby? >> no, not yet. >> i tried. >> i know. it doesn't take much to make me salivate today because all i've had to eat is a protein bar. blackberry 10 is exciting. but we still don't know exactly what is coming there yet. couple things. for the quarter report willing tomorrow, revenues are about half. if they meet expectations, or if they meet a little, they are expecting an eps loss of 35%. secon
still sold iphones in china eye poen is 51% of apple's total revenue. you cannot understate or overstate the importance of that. >> the best first week of sales ever. >> if you weren't seeing the hobbit, you were buying an iphone. or beth. a both /* both. you were tweeting about the hobbit on your new iphone. >> john the day john forte has been salivating about for hours. the end of january, here in new york city. stock, look at the recent run, by the way. up more than 50% in...
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Dec 14, 2012
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also, china story. apple's iphone is officially on sale in china starting today. that should help apple reverse a slide in its market share in that really important area. but analysts say the key to apple's future in china is a tie-up with the telecom operator china mobile. the two have been in talks for years but haven't yet come to any agreement. and you wonder how much china, how much do they want? how much do you have to give up to get a part over there? almost everything, right? >> pretty much. all of your data, everything -- >> their way, they get your technology. do they get the lion's share of -- do they split anything down the middle? >> anyway let's talk about facebook. a major facebook lockup expiration is happening today. early employees' investors will get their first chance to sell about 156 million facebook shares since the ipo back in may. and joining us now on the "squawk" newsline, henry blodget, the ceo and editor in chief at business insider. good morning. >> good morning, thanks for having me. >> a little prognostication here. does this matter
also, china story. apple's iphone is officially on sale in china starting today. that should help apple reverse a slide in its market share in that really important area. but analysts say the key to apple's future in china is a tie-up with the telecom operator china mobile. the two have been in talks for years but haven't yet come to any agreement. and you wonder how much china, how much do they want? how much do you have to give up to get a part over there? almost everything, right? >>...
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Dec 31, 2012
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china pmi rising to 51.5. and that is a result of manufacturing in china in a year and a half. the shanghai index ended the day about 1.6% higher, highest close since june 20th. it has been a nice run that we've seen also in china to our point before. it's been up 16% since its four-year low in december. >> for the year the index is up 3% right now. for those who missed it, this will be the first annual gain in, i believe, three years' time. this has not been a positive stock market, despite the economy growing 7%, 8%, 9% or so. as the chinese president said this morning, there will be policies put in place to support growth. and whatever nervousness in the transition is going to fade and policymakers can get more involved. >> we've seen this play out in the metal stakes. the best fourth quarter in two years, up 56%. iron ore prices. that's a real lead on demand. and especially as the chinese government makes all these nods toward urbanization plans and the need to update and invest in infrastructure. these are the areas where you want to be. >> yeah. also ties into what clearl
china pmi rising to 51.5. and that is a result of manufacturing in china in a year and a half. the shanghai index ended the day about 1.6% higher, highest close since june 20th. it has been a nice run that we've seen also in china to our point before. it's been up 16% since its four-year low in december. >> for the year the index is up 3% right now. for those who missed it, this will be the first annual gain in, i believe, three years' time. this has not been a positive stock market,...
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>> man come on, we need to diversify a way to play china. which is why my charitable trust which you can follow along with actionworksplus.com is buying the ishares trust, the fxi. buy buy buy. goes to 42. go to eddie in florida. a lot of florida calls >> caller: hello, jim, a big booyah from port st. louis lucy, florida. thanks for all the help you've give mean over the years. i wish you continued good health. >> very kind. what's going on there? >> caller: okay. i own precision drilling, pbs a long time. do i stay to own it or sell it? >> i'm a big quality guy. if you're going to be in that killing game you want to be in slum burger, alias buy meaning slumber j. best in in breed. no one ever did wrong by going best if breed. mike in illinois >> caller: booyah, mr. kram. >> what's going on? >> caller: merry christmas to your and your staff. listen what's this mass welcome the biomed, admd? >> i wish i knew. without talking to the ceo directly on the show i can't make head or tails of what is really going on with that company. i did that onc
>> man come on, we need to diversify a way to play china. which is why my charitable trust which you can follow along with actionworksplus.com is buying the ishares trust, the fxi. buy buy buy. goes to 42. go to eddie in florida. a lot of florida calls >> caller: hello, jim, a big booyah from port st. louis lucy, florida. thanks for all the help you've give mean over the years. i wish you continued good health. >> very kind. what's going on there? >> caller: okay. i own...